ERPAG | Manual 2021
  • ERPAG Manual | MRP System for Small Business
  • ERPAG Introduction
    • ERPAG list functionality explanation
    • Create ERPAG Account
      • Oath 2.0
    • Setting up your company
      • General info
      • Database Settings
      • Localization
        • Language Set Up
      • Taxes
      • Users
      • Warehouses
        • Shelves
    • Document templates
      • Document/Product number setup
      • Default document settings
      • Notes: Templates
      • Custom Fields
    • Label templates
      • Label print layouts
    • How to setup ERPAG Cloud print app
      • Connecting Label Printers
    • Customers
      • Basic definition
      • Importing Customers
      • Price tiers
      • Terms of payment
      • Categories
    • Suppliers
      • Basic definition
        • Suppliers price list
    • Mail accounts
    • User activity
    • Widgets
    • Archive documents
  • Inventory
    • Inventory - introduction
    • Beginning inventory quantity
    • Products and services
      • On hand, reserved, committed and awaiting quantity
      • Basic definition
        • Product properties
          • Lot numbers
          • Variable product
        • Quantity below minimum
        • Minimum purchase quantity
          • Search scope / Where used / Set inactive
          • Transfer - Fulfillment
          • Second Unit of Measure (UOM)
          • Serial numbers
          • QR Code patterns
          • Inventory/Stock list
      • Types
        • Kit
        • Consumption products
        • BOM
      • Customer return
      • Serial and LOT numbers
      • Multiple Suppliers
    • Send inventory
    • Move inventory
    • Count Inventory
      • Stocktakings
      • Stock Adjustment
      • Stock card
  • Sales
    • Import Sales Order
    • PreSales
      • Define stages
      • Quotations
      • Reccuring orders
    • Sales report
    • Sales orders
    • Open Sales Orders
    • Outstanding pay-ins
    • Sales - Invoices report
    • Sales - Packing lists
    • Sales - Credit notes
    • Customer return
    • B2B portal (Customer portal)
    • Multiple currency
    • Discount field
    • Advance payment
    • Write-off
  • Purchasing
    • Purchase orders
    • Receive inventory items
    • Return to supplier
    • Suppliers SKU
    • Landed cost
    • Utility Bills
    • Outstanding pay-outs
    • Purchase report
    • Purchase by price
    • Supplier credit notes
    • Open purchase orders
    • Tier quantity
    • Price per quantity
    • Fulfillment flow
  • Manufacturing
    • Employees
    • Machines
    • Job titles
    • Time recording
    • Contracting
    • Manufacturing - Fulfillment
    • Standard Work Order
      • BOM based Work Order
      • Contracting Work Order
    • Work Orders - Convert to standard
    • Manufacturing project
      • Manufacturing project - Basics
    • Service Project
  • Accounting and finance
    • Opening Balance
    • Bank Accounts
    • Setting up US Sales Tax
  • Dropshipping
  • Mobile app
    • General
      • How to install
      • Basic Interface
    • Products
      • Item Look-up
    • Inventory
      • Receive
      • Pack
      • Ship
    • Manufacturing
      • Time Sheets
      • Load materials
      • Product Receipt
    • Other
      • Inventory checking
      • Transfer order picking
  • Integration
    • QuickBooks
    • Shopify
    • Woo Commerce
    • Square
    • Stripe
    • Postmen - shipping service
    • Google
  • Event dashboard
    • Download documents
  • POS - New Receipt
    • Vouchers
    • POS - Z report (closing the day)
    • POS - Payment report, Items sold report
    • POS - Backorder (Fulfillment)
    • POS - Managing and printing the receipt
  • Reporting
    • Chart - Categories and Trademarks
    • Reserved items
    • Chart - Stock by products
    • Chart - Stock by day
    • Chart - Sales by partners
    • Chart - Purchasing by time
    • Chart - Purchasing by products
    • Chart - Sales by a product
    • Chart - Sales by time parameters
    • Chart - Sales by categories
    • Serial/lot number report
    • Chart - Stock by time
  • Importing
    • Import - Work Operations
    • Import - BOM (Bill Of Materials)
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  1. Inventory

Send inventory

PreviousMultiple SuppliersNextMove inventory

Last updated 6 years ago

In order to send inventory from ERPAG, you need to first create a sales order, or generate one from the quotation and pack the items. You can pack the items fully or partially and send them. Only after you send everything you have in a specific sales order, you will be able to generate the invoice. When you generate a Sales Order, you can have 3 different quantity statuses: no quantity, partial quantity or available quantity.

When you have available quantity or partial quantity, you can start packing your sales order, by clicking on the green 'pack' button.

After the activation, in the same document the ‘Packing List’ will be generated and it will suggest the items and their quantities for packing. The 'on hand' column will show you how many items you have available in your inventory.

The quantity that you want to pack you will enter in the chart by simply retyping the suggested quantities. For the items that are completely unreceived, you will eater type in zero as a quantity or delete it from the chart.

With the ‘Post Document option’ we are packing the item quantity that we adjusted, and those items will be ready for Shipping.

If we haven’t packed the complete quantity, the ‘Pack’ option will be visible again and we will have the possibility to generate a new Packing List, where the system will offer us the rest of the quantity.

The existing Sales Order changes: for each Packing List that we generate, the system will create a ‘Packing List’ panel within the Sales Order, that we will be able to expand in order to see the packed content.

In case there has been a mistake during the packing process, it’s possible to separately Void any of the Packing Lists or the entire Sales Order.

After the entire quantity is packed, it’s possible to generate an Invoice.

The status of the document will be ‘Partially Packed’ if the items are packed partially and ‘Packed’ if the items are packed completely.

In case you partially packed the quantity, but you do want to generate the invoice for the items you shipped, you have the ability to split the document.

By activating this option, we will generate another Sales Order (with the same number), and the status will be 'entered'.

In the source document will remain only the packed quantity (as well as services, if there are any) and that document will change its status to ‘Packed’.

Now it is possible to generate an Invoice for the packed sales order, by clicking on the green Invoice button. The status of the document will be Invoiced.

From here you can generate a payment, or ship the order, in order for your invoiced sales order to get statuses paid and shipped.